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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?


To: Mr. Aloha who wrote (14199)2/5/1998 1:27:00 PM
From: Lex Luther  Read Replies (1) | Respond to of 25960
 
Alhoa'
Please, you need to smell the coffee! We are talking annuity here. I don't care if the # is only $50,000 per year per laser for spares and service, we are talking exponential growth and once this market clearly understands this aspect of CYMI's business we will have a $60 stock in our respective portfolio's. Eventually, CYMI's revenue growth from spares and service will be greater than its revenue growth from laser systems itself. And I'm gonna say it one more time- "The gross margins for spares and service will be at least twice as much as the gross margins of their laser systems". By the way, Curly's $1.15 eps number might not be too far off for this year, but wait till 99 and then we'll see! Good luck!

Lex